+3,050.2%
UNP vs VTR
+1,492.6%
+1,557.5%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.3% |
| 7D | -0.7% | -2.4% | +1.6% | -0.2% |
| 30D | -1.1% | -3.7% | +2.6% | -0.4% |
| 3M | +7.9% | +13.5% | -5.7% | +4.7% |
| 6M | +14.6% | +7.2% | +7.4% | +12.6% |
| YTD | +26.6% | +17.6% | +9.0% | +21.8% |
| 1Y | +35.6% | +35.4% | +0.2% | +26.3% |
| 3Y | +45.5% | +132.8% | -87.3% | +19.2% |
| 5Y | +50.0% | +88.7% | -38.7% | +27.4% |
| 10Y | +271.8% | +87.6% | +184.2% | +192.6% |
| All | +3,050.2% | +1,492.6% | +1,557.5% | +1,740.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VTR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling